Mutual Fund Reviews Equity, Fixed income funds performance

Lipper Weekly U.S. Fund Flows Video Series - January 11, 2012

Published on 13 Jan 2012, by Jeff Tjornehoj

Jeff Tjornehoj discusses weekly flows in funds and ETFs for the week ended January 11, 2012.

Lipper Weekly U.S. Fund Flows Video Series - November 30, 2011

Published on 02 Dec 2011, by Jeff Tjornehoj

Lipper's Jeff Tjornehoj dissects the the funds industry's flows data for this week.

Lipper Weekly U.S. Fund Flows Video Series - November 9, 2011

Published on 11 Nov 2011, by Matthew Lemieux

Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended November 9, 2011. Despite a modest rise in the markets over the first four days of the week, widening spreads on Italian debt helped push investors to the door on Wednesday. Continued uncertainty over the fate of the Eurozone was exacerbated as two of the troubled nations, Greece and Italy, looked to introduce new governments. Despite this news it looked as investors were still willing to allocate new cash to the fund industry. Overall, the conventional mutual fund business attracted net inflows of $20.8 billion, with equity funds reporting net outflows of $519 million. Taxable bond funds (+$3.6 billion) posted their 5th consecutive week of inflows as Corporate Investment Grade funds attracted the most attention with $1.3 billion in net new assets. Municipal bond funds continued to be attractive with net inflows of $733 million, their largest weekly inflows since September of 2010. Money market funds benefited from the volatile market adding some $17.0 billion to their coffers.

Lipper Weekly U.S. Fund Flows Video Series - October 26, 2011

Published on 28 Oct 2011, by Matthew Lemieux

Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended October 26, 2011. With three consecutive weeks of positive market gains on the horizon and optimistic news out of the Eurozone, investors injected roughly $4.2 billion into mutual funds for the week ending October 26th 2011. The big news was on the fixed income side as High Yield Funds (+$3.6 billion) experienced their largest weekly net inflows since Lipper began tracking them in 1992. Tightening spreads and upward pressure in the equity markets helped push investors back into risk through the junk based products. Equity funds (+$3.0 billion) also reported net inflows for the week as a $3.7 billion push into ETFs helped overcome the negative sentiment on the traditional fund side—mutual funds reported net redemptions of $742 million for the week. Municipal bond funds posted their third consecutive week of inflows with $310 million as investors pulled a net $1.1 billion from money market funds.

Lipper Weekly U.S. Fund Flows Video Series - October 5, 2011

Published on 07 Oct 2011, by Matthew Lemieux

Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended October 5, 2011. As the third quarter ended investors took tally of how bad things actually were. The S&P 500 ended the three-month span with negative returns of 14.33 percent, the worst quarter of performance since the financial crisis took hold in Q4 2008. Although the flows week ended on a positive note investors continued to move out of risk assets. For the week the conventional mutual fund business posted inflows of $3.6 billion with most of any positive asset numbers going to money market funds (+6.2 billion). Equity mutual funds posted their fourth consecutive week of outflows with $638 million in net sales. Taxable bond funds also could not avoid investor’s concerns as the group posted their largest week of outflows, at $1.8 billion, since August 17th of this year. Municipal Bond funds broke their four week winning streak as they posted net outflows of $153 million, possibly attributed to bailout concerns circulating over the Franco-Belgium bank Dexia.

Lipper Weekly U.S. Fund Flows Video Series - July 20, 2011

Published on 25 Jul 2011, by Jeff Tjornehoj

Jeff Tjornehoj reviews Lipper's U.S. weekly fund flows for the week ended July 20, 2011. Despite positive (albeit modest) returns in the broad equity markets this week, investors were net redeemers. They continued to buy taxable bond funds and even found enough courage to put more money to work in the muni fund space.

Lipper Weekly U.S. Fund Flows Video Series - June 15, 2011

Published on 17 Jun 2011, by Matthew Lemieux

Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended June 15, 2011. Growing concerns of a Greek default pushed the Dow below the 12,000 point mark for the first time since mid-March. This signal helped convince investors to pull $2.0 billion out of equity mutual funds with domestic funds (-$2.4 billion) accounting for the vast majority of redemptions. Taxable bond funds continue to draw assets as the group posted its twenty-sixth consecutive week of inflows with $1.8 billion. Of that, that majority of new money went into Corporate Investment-Grade funds (+$1.3 billion) as investors sought out quality. In step with equity funds, Corporate High Yield funds experienced net outflows of $1.3 billion, their largest weekly outflow since May 2010. Following their first week of inflows over the last 30 periods Municipal debt funds once again fell into the red posting outflows of $172 million — a bit surprising as the group posted their eleventh straight week of positive returns. Money Market funds continued their weekly seesaw as the group pushed out $29.7 billion for the week.

Lipper Weekly U.S. Fund Flows Video Series - January 19, 2011

Published on 21 Jan 2011, by Jeff Tjornehoj

Jeff Tjornehoj reviews Lipper's U.S. weekly fund flows for the week ended January 19, 2011. For the tenth consecutive week Municipal Debt Fund investors were net redeemers, pulling out a record $3.9 billion from the conventional funds business.

Lipper Weekly U.S. Fund Flows Video Series - January 12, 2011

Published on 14 Jan 2011, by Tom Roseen

Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended January 12, 2011. For the week, municipal debt funds (-$1.5 billion) witnessed their ninth consecutive week of outflows, while investors shifted their focus toward domestic equity funds.

Lipper Weekly U.S. Fund Flows Video Series - January 5, 2011

Published on 07 Jan 2011, by Matthew Lemieux

Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended January 5, 2011. For the week, equity mutual funds post their fifth consecutive period of inflows as U.S. focused products report their largest weekly inflow since December 2006.

Lipper 2010 Fourth Quarter Fund Flows Review WebEx Replay

Published on 07 Jan 2011, by Matthew Lemieux

Although investors continued to shy away from U.S. Diversified offerings, overall inflows for equity mutual funds began to accelerate in the 4th quarter. This was good news as investors of municipal debt funds headed for the door and interest into taxable bond funds began to wane. In this WebEx presentation, Matthew highlights flows trends in the industry for the last quarter of 2010.

Lipper Weekly U.S. Fund Flows Video Series - December 15, 2010

Published on 17 Dec 2010, by Jeff Tjornehoj

Jeff Tjornehoj reviews Lipper's U.S. weekly fund flows for the week ended December 15, 2010. -Funds push out roughly $40 billion as Taxable Bonds experience their second largest week of outflows in two years.

Lipper FMI Weekly U.S. Flows - December 8, 2010

Published on 10 Dec 2010, by Jeff Tjornehoj

Jeff Tjornehoj reviews Lipper's U.S. weekly fund flows for the week ended December 8, 2010.

Lipper FMI Weekly U.S. Flows - December 1, 2010

Published on 03 Dec 2010, by Tom Roseen

Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended December 1, 2010.

Lipper FMI Weekly U.S. Flows - November 23, 2010

Published on 26 Nov 2010, by Matthew Lemieux

Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended November 23, 2010.

Lipper FMI Weekly U.S. Flows - November 3, 2010

Published on 05 Nov 2010, by Tom Roseen

Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended November 3, 2010.

Lipper FMI Weekly U.S. Flows - October 27, 2010

Published on 29 Oct 2010, by Matthew Lemieux

Matthew Lemieux reviews Lipper's U.S. weekly fund flows for the week ended October 27, 2010.

Lipper FMI Weekly U.S. Flows - October 20, 2010

Published on 22 Oct 2010, by Jeff Tjornehoj

Jeff Tjornehoj reviews Lipper's U.S. weekly fund flows for the week ended October 20, 2010.

Lipper FMI Weekly U.S. Flows - October 13, 2010

Published on 15 Oct 2010, by Tom Roseen

Tom Roseen reviews Lipper's U.S. weekly fund flows for the week ended October 13, 2010.

Lipper 2010 Third Quarter Fund Flows Review WebEx Replay

Published on 11 Oct 2010, by Matthew Lemieux

Despite a stellar quarter for equity mutual funds, gun-shy investors continued to redeem assets from equity funds in Q3 and preferred to put new money to work in the perceived safety of fixed income mutual funds and money market funds. Matt highlights flows trends in the industry for the third quarter.

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